Mercury Portal COIs Keep Insurance Teams Moving for MGAs

Insurance operations often move at the pace of the person who can answer a document request. When a producer, insured, or internal service team needs a current certificate of insurance, a manual handoff can add delay and create another opportunity for mismatched policy information.

Mercury's self-service portal and on-demand certificate of insurance capability give carriers, MGAs, and TPAs a more direct way to support routine requests. The portal keeps the request experience connected to the policy administration workflow, so teams can spend less time routing simple questions and more time on exceptions that require judgment.

Make routine certificate requests easier to manage

• Offer a self-service path for approved users who need a current certificate.
• Keep certificate details aligned with the policy information maintained in Mercury.
• Give operations teams clearer visibility into requests that still need review.

For organizations managing many programs, agencies, or policy transactions, that combination can make service more consistent without turning every certificate request into a separate back-office project.